Sheri-Ann Bouchie is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2005 - June 2015 · 10 yrs 5 mos
UBS Financial Services INC.
January 2005 - June 2015 · 10 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1998 - January 2005 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1993 - January 2005 · 11 yrs 2 mos
State Registrations20 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.